254

Sales Order Prepayment Function

It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side.  We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO.  I know...

Read more...

19 Comments

Read more... 19 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

102

Description in voucher transaction is only showing the first line from free text invoice.

If the user split an invoice into several lines for differentiation purpose, voucher transaction does not mirror the text invoice line. It would be great that voucher transaction can be generated regarding text invoice lines amount, invoice text and tax amount. Norwegian companies use to send in...

Read more...

3 Comments

Read more... 3 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
62

Print recurring invoices at posting

The idea is to use the print options when posting recurring invoices. From "Accounts receivable / Invoices / Recurring invoices / Post recurring invoices", you can only post the invoices. There are no print options. In ordre to print recurring invoices at the posting, here are 2 ideas : 1) In ...

Read more...

2 Comments

Read more... 2 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

PM,

Microsoft.

62

Adding process for Prepayment function

Dear all, When I discuss with my customers, I receive some requirement related to set up prepayment. The detail of requirement as the following: + They have created a Sales order and they want customer must make prepayment within a specific percentage (for example: 50% total value of Sales ord...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

55

Correctly stamp trial balance transaction lines as per free text invoice lines

Currently in Update 28 if you post free text invoice lines against the same main account, but different financial dimensions, when you look at trial balance transaction lines, the description is stamped from the first line of free text invoice on all the lines. For example: FTI line 1 Descript...

Read more...

4 Comments

Read more... 4 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
23

Improvement for free text invoice template

Free text invoice template does not copy following fields on header level: -Customer requisition -Customer reference -Contact -Attachment In several countries that send invoice electronically, they send free text invoices electronically to customers and therefore they need to have following fiel...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
19

Seperate Main Account for Return Order and Cancellation

Currently alternative account for sales return and cancellation is given to Brazil legal entity. It should be set across gloablly as this is part and parcel of accounting request and not by country specific. Is useful and more convinient to populate into management reporter as well as PowerBi....

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
18

Data entity for customer and vendor summary update parameters

There is no data entity to update the Summary update settings against a customer or vendor. These are required to generate consolidated documents and are needed for data migration or mass updates. Accounts Receivable > Customers > All customers > Customer tab > Set up > Summary update (SalesJ...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
10

Default descriptions - Module postings for descriptions – Extend length for description from 60 characters to 512 -Customer/Sales invoice and Free text invoice

The description text is truncated to 60 characters in the FTI and customer invoice transactions even when it is allowing more than 60 characters to be defined in default description. Customers are also expecting to extend length for description from 60 characters to 512 in other transactions lik...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes
6

Sales order batch job invoice to pick up session date as the invoice posted date

As per the current D365 F&O behavior, when a Sales order is invoiced through batch, the current system date is picked up as the invoice posted date. The expectation is the session date should be picked up as the invoice date.


This works this way when we post a manual invoice....

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (235)

STATUS DETAILS
Needs Votes